Question 1

What is a client service calendar?

Accepted Answer

A year-long plan of what each client tier hears from your firm and when: review meetings, check-in calls and lighter touches like cards, market notes or newsletters. It turns a service promise ("A clients meet with us quarterly") into a schedule your team can work from.

Question 2

How should I tier my clients?

Accepted Answer

Most firms start with three tiers by assets, revenue or complexity, then adjust for relationships that need more attention than their size suggests. The tier names and household counts here are yours to change, and you can add up to five tiers.

Question 3

Why does a month show as over capacity?

Accepted Answer

Every household in a tier gets that month's touch, so a month where a large tier has reviews can need more hours than your team has. The fix is usually spreading that tier's reviews across more months, or changing review time or team capacity. Click any month to change it and the hours update.

Question 4

What counts as a light touch?

Accepted Answer

Anything that keeps you in touch without a meeting: a birthday or holiday card, a market note, a newsletter, a quick email. Set the time each one takes; if your team automates them, that can be close to zero.

Question 5

Is anything I enter sent anywhere?

Accepted Answer

Your client numbers aren't. The planner runs in your browser and both PDFs are created on your device. The only thing sent is the contact info you give us to download them.

Tier	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
A clients40 households	Review	Touch	Call	Review	Touch	Call	Review	Touch	Call	Review	Touch	Call
B clients80 households	Touch	Review		Touch	Call		Touch	Review		Touch	Call
C clients100 households			Touch			Review			Touch		Call	Touch
Team hours	88	164	30	88	44	220	88	164	30	88	94	30

Client service calendar

Client tiers

Your team

Your firm

Client Service Calendar

Common questions

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